Tax Professional Partnership | North Realty Brokers

Turn Tax Season into Homeownership Season for Your Clients

We help your clients explore homebuying options, down-payment assistance programs, and receive a $1,500 buyer credit when they purchase with North Realty Brokers.

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Licensed Washington State Real Estate Firm – License #21146

Local Expertise

Buyer-Focused

Homeownership Readiness Support

Program Overview

Tax season is the perfect time to help clients think about their financial future. We provide the homeownership expertise you don't have time to offer.

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Free Homeownership Readiness Review

We evaluate where your clients stand financially and provide honest feedback on their homebuying timeline and options.

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Price Range & Payment Education

Help clients understand what home price and monthly payment might realistically fit their income and situation.

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Strategic Timing Guidance

We discuss how tax refunds, savings goals, and down-payment assistance can accelerate their path to homeownership.

Up to $1,500 Buyer Credit at Closing

When your clients purchase a home through North Realty Brokers, they receive a buyer credit to help with:

Closing costs
Prepaid items
Inspection fees
Moving expenses
Home warranty coverage
Rate buydown options

How This Helps Your Clients

Turn tax conversations into future-focused planning opportunities.

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Forward-Looking Financial Goal

Gives clients something meaningful to work toward right after completing their taxes—turning financial progress into life progress.

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Reality Check

Many renters wonder if homeownership is realistic. We help them see exactly what it would take in the next 6-18 months.

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Clear Action Steps

Instead of vague advice, clients get concrete guidance on savings targets, credit improvement, and program eligibility.

How This Helps Your Practice

Differentiate yourself by offering clients more than just tax preparation.

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Added Client Value

Position yourself as a comprehensive financial resource, not just a tax preparer. This is a free service you can promote to clients.

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Increased Client Retention

Clients remember professionals who help them achieve major life goals. This creates long-term loyalty.

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Marketing Advantage

Promote this benefit in your marketing: "Ask me about our free homeownership readiness partner program."

Easy Referral Workflow

Identify Interest

When clients ask about buying a home or mention homeownership goals

Share the Client Link Below

Send your clients the referral link in the highlighted box below

We Handle Everything

We conduct the readiness review, education, and guide them through the entire process

                    Simple Integration Ideas
                    Include link in your post-tax summary email
Keep business cards at your front desk
Add a line to your email signature about our program
Mention it during tax interviews when discussing refunds

                

Ready to Add This Value for Your Clients?

Schedule a Discussion Email for Details

Frequently Asked Questions

Do you charge my clients anything for this service?

No. The homeownership readiness review and all buyer services are completely free to your clients. We're compensated through the real estate transaction if they purchase a home, just like any buyer's agent.

Do you provide tax advice or financial planning?

No. We stay strictly in the real estate lane. We focus only on homeownership readiness, buyer representation, and the home purchase process. We do not provide tax advice or financial planning services.

What if my client isn't ready to buy right now?

That's completely fine. We provide honest assessments and actionable timelines. If someone needs 12-18 months to prepare, we tell them that and can check in periodically. There's no pressure.

Can I promote this to my clients?

Absolutely! This is a free value-add you can market. You can mention it on your website, in emails, on social media, or during client meetings. We can provide you with suggested language.